ESG Institutional Ownership & Shareholders
FLEXSHARES STOXX US ESG SELE (ESG) is currently held by 53 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $50.18M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of ESG tracked by InsiderSet, reporting ownership valued at approximately $9.67M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $10.03M, representing an estimated gain of +3.75% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% of the total disclosed ESG value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Olde Wealth Management, Llc, Susquehanna International Group, Llp, and several other long-term asset managers with concentrated positions in FLEXSHARES STOXX US ESG SELE (ESG).
This page ranks the largest institutional ESG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
53
Total Reported Value
$50.18M
Largest Holder
Lpl Financial Llc
Largest Position
$9.67M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
64
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.00% | 54,996 | $9,667,747 | $10,030,110 | +$362,363 | +3.75% | |
| Olde Wealth Management, Llc | 1.62% | 32,604 | $5,731,000 | $5,946,282 | +$215,282 | +3.76% | |
| Susquehanna International Group, Llp | 0.00% | 22,641 | $3,980,061 | $4,129,241 | +$149,180 | +3.75% | |
| Rvw Wealth, Llc | 0.18% | 15,885 | $2,852,056 | $2,897,089 | +$45,033 | +1.58% | |
| First United Bank & Trust | 0.81% | 15,567 | $2,794,962 | $2,839,092 | +$44,130 | +1.58% | |
| Morgan Stanley | 0.00% | 13,766 | $2,419,960 | $2,510,628 | +$90,668 | +3.75% | |
| Clear Point Advisors Inc. | 1.46% | 35,339 | $2,132,192 | $6,445,088 | +$4,312,896 | +202.28% | |
| Roof Eidam Maycock Peralta, Llc | 0.31% | 9,034 | $1,622,002 | $1,647,611 | +$25,609 | +1.58% | |
| Royal Bank Of Canada | 0.00% | 7,858 | $1,381,000 | $1,433,133 | +$52,133 | +3.78% | |
| Sgl Investment Advisors, Inc. | 0.43% | 6,827 | $1,244,921 | $1,245,101 | +$180 | +0.01% | |
| Founders Financial Securities Llc | 0.05% | 6,108 | $1,096,655 | $1,113,970 | +$17,315 | +1.58% | |
| Horizon Investments, Llc | 0.01% | 6,155 | $1,081,987 | $1,122,542 | +$40,555 | +3.75% | |
| Commonwealth Equity Services, Llc | 0.00% | 5,575 | $1,000,930 | $1,016,762 | +$15,832 | +1.58% | |
| Well Done, Llc | 0.13% | 5,164 | $927,166 | $941,805 | +$14,639 | +1.58% | |
| Bank Of America Corp | 0.00% | 4,665 | $820,060 | $850,798 | +$30,738 | +3.75% | |
| Curry Webb Wealth Management Llc | 0.33% | 4,480 | $787,482 | $817,057 | +$29,575 | +3.76% | |
| Parallel Advisors, Llc | 0.01% | 4,477 | $787,012 | $816,510 | +$29,498 | +3.75% | |
| Raymond James Financial Inc | 0.00% | 4,403 | $773,950 | $803,014 | +$29,064 | +3.76% | |
| Gilbert Capital Group, Inc. | 0.54% | 4,295 | $771,142 | $783,317 | +$12,175 | +1.58% | |
| Great Valley Advisor Group, Inc. | 0.01% | 4,000 | $703,000 | $729,516 | +$26,516 | +3.77% | |
| Envestnet Asset Management Inc | 0.00% | 3,627 | $637,671 | $661,488 | +$23,817 | +3.74% | |
| Cetera Investment Advisers | 0.00% | 3,551 | $624,293 | $647,627 | +$23,334 | +3.74% | |
| Fmr Llc | 0.00% | 3,531 | $620,796 | $643,980 | +$23,184 | +3.73% | |
| Osaic Holdings, Inc. | 0.00% | 3,458 | $607,897 | $630,666 | +$22,769 | +3.75% | |
| Ep Wealth Advisors, Llc | 0.00% | 3,060 | $537,917 | $558,079 | +$20,162 | +3.75% | |
| Citadel Advisors Llc | 0.00% | 2,782 | $489,048 | $507,378 | +$18,330 | +3.75% | |
| Interactive Financial Advisors, Inc. | 0.29% | 2,702 | $468,530 | $492,788 | +$24,258 | +5.18% | |
| Monument Group Wealth Advisors, Llc | 0.20% | 2,378 | $426,955 | $433,697 | +$6,742 | +1.58% | |
| Private Advisor Group, Llc | 0.00% | 2,314 | $406,777 | $422,025 | +$15,248 | +3.75% | |
| Dynamic Advisor Solutions Llc | 0.01% | 2,237 | $401,640 | $407,982 | +$6,342 | +1.58% | |
| Goldman Sachs Group Inc | 0.00% | 2,140 | $376,191 | $390,291 | +$14,100 | +3.75% | |
| Advisory Services Network, Llc | 0.00% | 2,038 | $358,260 | $371,688 | +$13,428 | +3.75% | |
| Novapoint Capital, Llc | 0.08% | 1,995 | $358,190 | $363,846 | +$5,656 | +1.58% | |
| Milestone Investment Advisors Llc | 0.07% | 1,743 | $306,402 | $317,886 | +$11,484 | +3.75% | |
| Empire Financial Management Company, Llc | 0.10% | 1,474 | $259,114 | $268,826 | +$9,712 | +3.75% | |
| Values Added Financial Llc | 0.08% | 1,270 | $228,021 | $231,621 | +$3,600 | +1.58% | |
| Transce3Nd, Llc | 0.08% | 451 | $82,557 | $82,253 | -$304 | -0.37% | |
| Caldwell Trust Co | 0.01% | 395 | $70,920 | $72,040 | +$1,120 | +1.58% | |
| Ameritas Investment Partners, Inc. | 0.00% | 375 | $65,921 | $68,392 | +$2,471 | +3.75% | |
| Farther Finance Advisors, Llc | 0.00% | 325 | $58,290 | $59,273 | +$983 | +1.69% | |
| Cva Family Office, Llc | 0.00% | 225 | $39,553 | $41,035 | +$1,482 | +3.75% | |
| Tompkins Financial Corp | 0.00% | 217 | $38,961 | $39,576 | +$615 | +1.58% | |
| Wealth Enhancement Trust Services, Inc. | 0.00% | 197 | $35,370 | $35,929 | +$559 | +1.58% | |
| Smartleaf Asset Management Llc | 0.00% | 186 | $32,587 | $33,922 | +$1,335 | +4.10% | |
| Vanguard Advisers Inc | 0.00% | 171 | $30,060 | $31,187 | +$1,127 | +3.75% | |
| Sunrise Financial Services, Llc | 0.01% | 91 | $16,339 | $16,596 | +$257 | +1.58% | |
| Jpmorgan Chase & Co | 0.00% | 72 | $12,614 | $13,131 | +$517 | +4.10% | |
| Ubs Group Ag | 0.00% | 22 | $3,867 | $4,012 | +$145 | +3.76% | |
| Dhjj Financial Advisors, Ltd. | 0.00% | 21 | $3,820 | $3,830 | +$10 | +0.26% | |
| Bessemer Group Inc | 0.00% | 13 | $2,000 | $2,371 | +$371 | +18.55% |
Frequently asked questions about ESG
Who are the largest institutional holders of ESG?
The largest institutional holders of ESG reported in the latest SEC Form 13F filings include Lpl Financial Llc, Olde Wealth Management, Llc, Susquehanna International Group, Llp, Rvw Wealth, Llc, and First United Bank & Trust. InsiderSet ranks institutional holders by their latest reported ESG position.
What is ESG institutional ownership?
This page tracks ESG positions reported by institutional investment managers through SEC Form 13F. FLEXSHARES STOXX US ESG SELE (ESG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ESG?
InsiderSet currently tracks 53 institutional managers reporting ESG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ESG shareholders.
How much ESG stock do institutions own?
Institutional investment managers disclosed approximately $50.18M in ESG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ESG institutional ownership last updated?
The latest ESG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional ESG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ESG position after the reporting date.
Are institutions buying or selling ESG?
Institutional buying and selling can be analyzed by comparing ESG positions across consecutive 13F reporting periods. InsiderSet's ESG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ESG ownership changes.
How has ESG institutional ownership changed over time?
InsiderSet tracks ESG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.